Blog & Articles

As this article is published, we have arrived again at Valentine’s Day, or the Feast of St. Valentine, as the date was known for hundreds...

According to recent reports, financial elder abuse is on the rise, costing elderly Americans an estimated $36.5 billion in 2020 alone,...

Answer: The title of this year’s book gifted to Bernhardt Wealth Management clients. Question: What is “The Answer Is . . .:...

The Holidays are a time of tradition and giving. For 19 consecutive years, we have offered to make contributions to charities in honor of...

In the first article in this series, we discussed several things you might want to give some special attention to as we close the books...

As 2021 slides toward its close, it’s probably a good time for most investors to do a few year-end “tuneups” on portfolios, financial and...

Some of our readers are old enough to remember the 1970 hit song written by Curt Sapaugh and Bobby Austin and subsequently made popular...

As we turn the page on the calendar to a brand-new year, there are many reasons for hope and optimism. Perhaps foremost on most minds is...